DFX Intelligence

W••••• W•••• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst29 years in industry

W••••• W•••• B•••

Advisor at K••••• W•••••• L••

Marysville, OH | MARYSVILLE, OH

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Search this name across graphsid dfx:ria:c08023b4-5c6d-9d16-f514-cca1f58914d1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 17, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: K••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 14, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••• W•••••• L••	Independent wealth	Jan 6, 2026	n/a	yes	Marysville, OH	Current employment
K••••• I••••••••• L••	Asset manager	Dec 21, 2023	n/a	yes	MARYSVILLE, OH	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	K••••• I••••••••• L••	Dec 31, 2023	Dec 21, 2023	-10	Firm change	Ibd to new firm
N••••••••• S••••••••• L••	C••••••••• F•••••••• N••••••	Mar 21, 2016	Jun 14, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
8032:328478:OH:2023-12-31	Dec 31, 2023	Dec 21, 2023	DUBLIN, OH	Firm change

Relationships

Registered with (6)

→ K••••• W•••••• L••Registered adviserregistration: current employment
Jan 6, 2026 to presentfactForm ADV
→ K••••• I••••••••• L••Registered adviserregistration: current employment
Dec 21, 2023 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Jun 14, 2016 to Dec 31, 2023factForm ADV
→ N••••••••• S••••••••• L••

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c08023b4-5c6d-9d16-f514-cca1f58914d1
First observed: Dec 17, 2001
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.